[Hiring] Tax Manager @Orbiss

Role Description

The Tax Manager oversees a portfolio of individual tax clients, complex engagements, and the delivery of high-quality services. The role combines advanced US and cross-border tax expertise with client relationship management, team leadership, and responsibility for engagement performance and practice growth.

Key Responsibilities

• Manage a portfolio of individual tax clients, overseeing engagements from planning through completion while ensuring quality, timely delivery, and profitability.
• Review complex US federal and state individual income tax returns, including international and cross-border matters, ensuring accuracy and compliance.
• Serve as a primary point of contact for clients, providing proactive tax advice and building long-term relationships.
• Identify tax planning opportunities and develop practical recommendations tailored to clients’ US and international tax situations.
• Supervise, coach, and develop Associates and Seniors through regular feedback, technical guidance, and performance support.
• Plan resources across engagements, monitor workloads, budgets, and deadlines, and ensure efficient delivery during busy seasons.
• Act as a technical reference for the team, resolving complex tax matters and escalating significant issues as appropriate.
• Collaborate with Accounting & Advisory and Consulting teams to provide integrated solutions and identify additional client needs.
• Contribute to business development through client relationship expansion, opportunity identification, and proposal support.
• Drive process improvement, standardization, and automation to enhance efficiency, quality, and client experience.
• Stay current with US and international tax developments and share knowledge across the team.
• Promote a collaborative, accountable work environment aligned with Orbiss’s values.

Qualifications

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field (Master’s degree in Taxation is a plus).
• CPA or EA certification preferred.

Requirements

• 5–7+ years of experience in US individual taxation within a public accounting or tax advisory firm.
• Experience managing complex cross-border individual tax engagements, client relationships, and junior team members.

Technical Skills

• Advanced knowledge of US federal and state individual taxation, including tax compliance and planning.
• Strong understanding of international individual tax matters, including tax residency, foreign tax credits, and reporting requirements.
• Proficiency in tax preparation software, Microsoft Excel, and workflow management and automation tools.

Soft Skills

• Trust & Discretion: You handle sensitive client information with integrity, confidentiality, and reliability.
• Client Communication: You explain complex tax matters clearly, communicate proactively, and push back when needed.
• Relationship Skills: You build strong relationships with demanding international clients and their advisors.
• Precision & Perspective: You combine sharp attention to detail with a view of the client's overall situation.
• Adaptability & Problem-Solving: You thrive in a fast-paced environment and find creative, practical solutions.
• Organization: You manage multiple clients and deadlines efficiently and calmly.
• Fluency in both English and French is required (written and spoken).

Benefits

• 🏥 Health insurance 100% covered, with HSA & FSA options
• 💰 401(k) with 100% match up to 6% — starting after 3 months
• 🌴 Unlimited PTO (with a real minimum of 2 weeks — we mean it)
• 🌍 Flexible remote policy — work from our offices (NYC, Austin, Miami, Atlanta) or anywhere in the US
• ☕ Office perks: breakfast, afternoon snacks, and Thursday Happy Hours
• ✈️ Up to 8 weeks/year working from abroad, because we know what it means to be international